Automated Task Routing by Department

New tasks in a central tracker still need to be reviewed and forwarded manually to the right department. That adds delays, duplicate work, missed responsibilities, and the risk of assigning work to the wrong team.

A department-routing workflow that watches Master Tasks, reads each task's assigned department, and sends it to the correct operational worksheet. After a successful handoff, it updates the source task with a Routed status to keep Master Tasks as the source of truth and prevent duplicates.

1. 1Google Sheets Trigger — detects a new task in Master Tasks
2. 2Filter by Zapier — only allows unprocessed tasks through
3. 3Paths by Zapier — checks the assigned department
4. 4Google Sheets — creates a row in the matching Sales, CSR, Production, Estimating, Marketing, Finance, Office, Management, or HR worksheet
5. 5Fallback Path — sends unclear departments to Unassigned for review
6. 6Google Sheets — updates the original task and marks Routed = Yes
7. 7Error Log — records routing issues when needed

• Designed to distribute tasks to the correct department automatically
• Keeps Master Tasks as the central source of truth
• Prevents duplicate routing with the Routed status
• Supports a safe Unassigned fallback when the department is unclear
• Improves departmental visibility and accountability
• Workflow structure and Zapier Copilot prompt are prepared for configuration